Experience

NRL Mortgage

• United States
• Financial Services
• 200 - 300 Employee

• Mortgage Loan Processor

  • Jul 2020 - Aug 2022

  Mount Adams Group



AmeriSave Mortgage Corporation

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Processor

  • Mar 2020 - Jul 2021

• Mortgage Loan Processor

  • Mar 2020 - Apr 2021

  Remote Worker  Process Mortgage Loans in 49 states and DC  FHA, VA, Conventional, Purchase and Refinance Loans  Pre-Underwrite files for doc collection and AUS update prior to submission for approval  Single point of contact for borrower from post origination through closing  Adhered to TRID regulations working under strict time constraints.



Dauntless Discovery

• United States
• Legal Services
• 100 - 200 Employee

• Data Breach Analyst

  • Oct 2019 - Mar 2020

  West Chester, Ohio, United States  Examine documents for Personally Identifiable Information (PII)  Examine documents for HIPPA information.  Report findings via RELATIVITY software platform.  Only non-Juris Doctorate on Staff at Ohio location.



IT XCEL CONSULTING, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Client Support/Data Entry Specialist

  • Dec 2018 - May 2019

  West Chester, Ohio, United States  Managed and monitored outside vendors to ensure compliance with company regulations and guidelines.  Liaised with IT and Sales Development regarding customer projects, issues, and requests.  Created daily shipment tracking reports, monitoring to ensure timely delivery of product.



GDKN

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Administrative Assistant III

  • Nov 2017 - Jun 2018

  Vandalia, Ohio  Liaised with counterparts in other roles (Program Managers, Major Account Executives) and operations to seamlessly communicate to ensure customer has relevant information.  Maintained records and reports on all phases of activities for customers and internal partners.  Interacted with other departments to ensure all phases of customer engagement were met.  Prepared and implemented customer reporting as identified by sales partners or customers (daily, weekly and monthly KPIs… Show more  Liaised with counterparts in other roles (Program Managers, Major Account Executives) and operations to seamlessly communicate to ensure customer has relevant information.  Maintained records and reports on all phases of activities for customers and internal partners.  Interacted with other departments to ensure all phases of customer engagement were met.  Prepared and implemented customer reporting as identified by sales partners or customers (daily, weekly and monthly KPIs, audit reporting). Show less



SupplyCore Inc.

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Client Services Manager

  • May 2016 - Aug 2017

  WPAFB, Ohio  General scope subject matter expert within assigned contracts. Successfully educated customers on contract restrictions, rules, and contract capabilities.  Streamlined and improved customer-related workflow and systems. Promoted use of proprietary ordering systems. Set up new users and administers on various systems used.  Reviewed and took appropriate action to resolve holds, review of error detection and failed data integrity checks. Released holds if appropriate, or resolved issues… Show more  General scope subject matter expert within assigned contracts. Successfully educated customers on contract restrictions, rules, and contract capabilities.  Streamlined and improved customer-related workflow and systems. Promoted use of proprietary ordering systems. Set up new users and administers on various systems used.  Reviewed and took appropriate action to resolve holds, review of error detection and failed data integrity checks. Released holds if appropriate, or resolved issues by correcting data or canceling order. Show less



Dealertrack

• United States
• Software Development
• 700 & Above Employee

• Strategic Account Manager

  • Aug 2015 - May 2016

  Wilmington, Ohio  Facilitated complex Business-technology discussions with internal leadership and client support teams to validate proposed business solution enhancements identified by account team or other functional departments.  Coordinated the detailed design & planning, managed the progress, and managed the delivery of the final solutions throughout the course of the transformational life cycle.  Coordinated the efforts of a diverse team comprised of: sales, process, and technology disciplined… Show more  Facilitated complex Business-technology discussions with internal leadership and client support teams to validate proposed business solution enhancements identified by account team or other functional departments.  Coordinated the detailed design & planning, managed the progress, and managed the delivery of the final solutions throughout the course of the transformational life cycle.  Coordinated the efforts of a diverse team comprised of: sales, process, and technology disciplined individuals, driving towards key goals of the established client transformation roadmap.  Acted as client liaison to communicate new products and services, continually analyzing client’s business, responded to all inquiries and requests, monitored and managed customer satisfaction levels.  Managed pivotal customer issues and concerns. Communicated client concerns with appropriate departments and followed through to ensure client expectations and satisfaction is maintained.  Contributed to the generation and distribution of daily, weekly, and monthly performance and SLA measurement reports. - Conducted status meetings and maintained list of open items, issues and enhancement requests. Show less



Purolator Inc.

• Canada
• Freight and Package Transportation
• 700 & Above Employee

• Customer Relationship Representative

  • Jun 2012 - May 2015

  Cincinnati, Ohio Area  Responsible for developing long-term partnerships and serve as the face of the company to customers.  Responsible for developing and maintaining relationships with key personnel in distribution, finance, accounting and customer service areas for all customers in territory.  Assists in sales activities and upselling of products and services.  Assists sales partners in the identification and research of potential customers.  Successfully maintained Strategic (over 1MIL)… Show more  Responsible for developing long-term partnerships and serve as the face of the company to customers.  Responsible for developing and maintaining relationships with key personnel in distribution, finance, accounting and customer service areas for all customers in territory.  Assists in sales activities and upselling of products and services.  Assists sales partners in the identification and research of potential customers.  Successfully maintained Strategic (over 1MIL) Accounts, working directly with C level executives on account upsells, problem resolution, and identification of more efficient shipping solutions.  Liaise with counterparts in other sales roles (National Account Executives, Major Account Executives) and operations to seamlessly implement new accounts and ensure customer has relevant company information.  Maintain records and reports on all phases of activities for customers and internal partners.  Interact with other departments to ensure all phases of customer engagement are met.  Prepare and implement special customer services on demand as identified by sales partners or customers (performance reviews, special communications, spend reports).  Collaborate efforts to revolve billing issues.  Successful in managing multiple tasks simultaneously (email, phones, completing reports).  Solely responsible for entire territory of current and potential customers. Show less



Wells Fargo

• Customer Relationship Management/Mortgage Operations.

  • 2009 - 2012

  Dayton, Ohio Area  Proven ability to establish and maintain positive relationships with Sales team members, fostering collaborative efforts in moving deals through origination process.  One of few employees selected to process on multiple platforms, demonstrating successful use of problem solving skills to ensure zero defects in every transaction.  Utilized as on-site trainer for other team members to explain and assist in understanding various policies, procedures, and software.  Managed daily and… Show more  Proven ability to establish and maintain positive relationships with Sales team members, fostering collaborative efforts in moving deals through origination process.  One of few employees selected to process on multiple platforms, demonstrating successful use of problem solving skills to ensure zero defects in every transaction.  Utilized as on-site trainer for other team members to explain and assist in understanding various policies, procedures, and software.  Managed daily and monthly matrices involving turn times and volume; provide daily, weekly and monthly reporting information.  Awarded “relationship processing” responsibilities for top producing partners, maintaining quick turn times and superior customer experiences.  Successfully managed 10 MIL pipeline, handled each account through the entire sales process.  Ongoing relationship building with customers using: phone, mail, and email contacts.  Awarded 3 Service Excellence Awards 2010 & 2011; nominated 17 times during tenure. Show less



Advanced Background Check

• Security and Investigations
• 1 - 100 Employee

• Operations Management

  • 2007 - 2008

  Dayton, Ohio Area  Completed title and judicial property searches and criminal background checks in municipal, superior and federal courts.  Complete understanding of legal reporting systems and completion of background searches.  Responsible for the management and monitoring of outside vendors to ensure compliance with company and industry regulations and guidelines.  Direct responsibility for maintaining ongoing communication with client managers to obtain and compile status updates of orders in… Show more  Completed title and judicial property searches and criminal background checks in municipal, superior and federal courts.  Complete understanding of legal reporting systems and completion of background searches.  Responsible for the management and monitoring of outside vendors to ensure compliance with company and industry regulations and guidelines.  Direct responsibility for maintaining ongoing communication with client managers to obtain and compile status updates of orders in pipeline while ensuring complete customer satisfaction.  Liaise with Customer Service, IT and Sales Developments regarding customer projects, issues, and requests.  Responsible for the cross sell and up sell of company products and services.  Created daily, weekly and monthly reporting matrices involving volume and process related issues.  Collaborated with other management staff to determine, coordinate, and monitor individual and company pipelines. Show less